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DWS Speakers


David Bianco, CFA

Managing Director

Chief Investment Strategist and Head of US Active Equity Management: New York

Rejoined the Company in 2012 with 15 years of industry experience. Prior to his current role, David was the Chief US Equity Strategist at Deutsche Bank and, before rejoining, at BofA Merrill Lynch and at UBS. Prior to being chief strategist, he served as the Valuation & Accounting Strategist at UBS, a Quantitative Strategist at Deutsche Bank and an industry equity analyst at Deutsche Bank, Credit Suisse and at NatWest Markets

BS in Economics from The Wharton School, University of Pennsylvania; CFA Charterholder

Geoffrey Gibbs

Managing Director

Senior Portfolio Manager for Taxable Money Market Funds: New York

Joined the Company in 1996 with 2 years of industry experience. Prior to joining, Geoff served as an Analyst at Wilshire Associates

BA from University of California, Santa Barbara

Gregory M. Staples, CFA

Managing Director

Co-Head Fixed Income North America: New York

Joined the Company in 2005 with 23 years of industry experience. Prior to his current role, Gregory was Co-Head of US Fixed Income Portfolio Management. Before joining, he served as a Senior Managing Director at MONY

BA in Economics from Columbia College; MBA from New York University, Stern School of Business; CFA Charterholder

Joern Wasmund, CEFA

Managing Director

Global Head of Fixed Income: New York

Joined the company in 1999 with 3 years of industry experience. Prior to his current role, Joern served as Co-Head of Fixed Income for EMEA, as Head of Institutional Fixed Income for Europe and as Global Head of Process Management. Before that, he worked as Head of Institutional Credit for Europe and as Head of the Collateralized Debt Obligation (CDO) Business for Europe and Asia-Pacific. Previously, Joern was a portfolio manager for investment grade CDO transactions and before that, a portfolio manager and trader for subordinated bank debt. Prior to joining, he worked on a research project at DFG, Deutsche Forschungsgemeinschaft (German Research Foundation) and as an Assistant Professor at Justus Liebig University Giessen

Master's Degree ("Diplom-Volkswirt") and PhD in Economics from Justus Liebig University Giessen; CEFA - Certified European Financial Analyst

Jorge Rodriguez

Managing Director

Global Head of RREEF Infrastructure Debt: New York

Joined the Company in 2011 with 17 years of industry experience. Prior to joining, Jorge served as a Managing Director and Portfolio Manager for the Infrastructure Debt Fund at Aladdin Capital Management. Previously, he worked as the Head of Infrastructure Finance for the Americas at Commerzbank AG, as an Acquisitions Officer at BNP Paribas and as a Credit Analyst at Credit Agricole. Jorge began his career as an Analyst at JP Morgan

BA in Economics from Trinity College; MBA in Finance and Management from Kellogg School of Management, Northwestern University

Joshua Feinman

Managing Director

Chief Global Economist: New York

Joined the Company in 1993 with 5 years of industry experience. Prior to joining, Joshua served as an Economist at the Federal Reserve Board

BA from Johns Hopkins University; MA and PhD from Brown University

Joseph Rado

Director

Co-Portfolio Manager, Real Estate Debt Investments: New York

Joined the Company in 2006 with 26 years of industry experience. Prior to joining, Joe served as a Senior Underwriter at CWCapital. Previously, he worked as Manager of Real Estate Investments at Nissho Iwai American Corporation and in Portfolio Management and Underwriting in the Commercial Real Estate Group at Wachovia

BA in Urban Planning from Rutgers, The State University of New Jersey

Kevin White, CFA

Director

Head of Strategy, Research and Strategy for the Americas, Alternatives and Real Assets: New York

Joined the Company in 2015 with 19 years of work experience, thereof 11 years in the finance industry. Prior to joining, Kevin served in investment strategy and research at Cole Capital and at Property & Portfolio Research (PPR). Previously, he was an economist at International Data Corporation and a tax policy officer in the Department of Finance at the Government of Canada

BA in Economics from Queen's University; MA in Economics from University of British Columbia; CFA Charterholder

Priscilla Lu, PhD

Managing Director

CIO for Sustainable Investments, Alternatives and Real Assets: Hong Kong

Joined the Company in 2014 with over 30 years of experience, thereof 10 years in the financial industry. Prior to joining, Priscilla was general partner and founder of Cathaya Capital, a cross border fund investing in clean tech and healthcare in China. Previously, she was an advisor and limited partner of Mayfield Fund, California. Before, she held various positions in the technology, media and telecommunications industry

MS in Computer Science from University of Wisconsin-Madison; PhD in Computer Science & Electrical Engineering from Northwestern University

Rick Smith, CFA

Managing Director

Senior Portfolio Manager: New York

Joined the Company in 2004 with 21 years of industry experience. Prior to joining, Rick served as an Investment Grade Portfolio Manager at MFS Investments. Previously, he worked as a Research Analyst at Salomon Brothers

BA in Economics from Vassar College; MBA in Finance from Vanderbilt University; CFA Charterholder

Robert G. McCollum, Jr.

Managing Director

Head of Portfolio Management, Fixed Income Solutions and Member of the CIO Executive Committee for the Americas: New York

Joined the Company in 2002 with 20 years of industry experience. Prior to his current role, Rob was Co-Head of Fixed Income Portfolio Management. Before joining, Rob served as a Senior Portfolio Manager at Prime Advisors, Inc. Previously, he was a Limited Partner at Cantor Fitzgerald, the Head of Corporate Debt Trading at Continental Bank and a Corporate Bond Trader at Goldman Sachs, Paine Webber and EF Hutton

BS from Duke University; MBA from New York University, Stern School of Business

Sid Bhartiya

Vice President

Credit Research for US Investment Grade: New York

JJoined the Company in 2011 with 3 years of industry experience. Prior to that, Sid served as a project finance analyst at Reliance Industries

BSc in Economics from Lancaster University; MBA in Financial Markets from College of William & Mary

Sonelius Kendrick-Smith

Director

Senior Portfolio Manager for Tax-Exempt Money Market Funds and Tax-Advantaged Separately Managed Portfolios: New York

Joined the Company in 2000

BA from Indiana University; MFA from Northwestern University

Thomas M. Farina, CFA

Managing Director

Senior Portfolio Manager for Taxable Money Market Funds: New York

Joined the Company in 1996 with 2 years of industry experience. Prior to joining, Geoff served as an Analyst at Wilshire Associates

BA from University of California, Santa Barbara

Guest Speakers


Arthur Guarino

Assistant Professor of Finance & Economics, Rutgers University School of Business

Arthur Guarino is an assistant professor in the Finance and Economics Department at Rutgers University Business School teaching courses in financial institutions and markets, corporate finance, and financial statement analysis. The first half of his career was spent in the financial services industry. He has written articles dealing with finance, economics, and public policy.

Raghu Ramachandran

Head of S&P/Dow Jones Indices-Insurance Asset Channel

Raghu Ramachandran is the Head of S&P Dow Jones Indices’ (S&P DJI) Insurance Asset Channel. In this role, he is responsible for applying S&P DJI resources to solve problems for insurance companies. Raghu works on how indices are used to create innovative products for insurance companies, benchmarking general account portfolios and the use of ETFs by insurance companies.

Prior to joining S&P DJI, Raghu was CIO at a P&C and a Life insurance company. Prior to working at insurance companies, Raghu was an insurance portfolio manager and head of the portfolio strategy group for Brown Brothers Harriman & Co. Previously, Raghu also worked at Tillinghast (now Willis Towers Watson), developing stochastic modeling tools. He has extensive experience in portfolio and liquidity management, portfolio strategy, hedging, product development, and stochastic modelling.

Raghu has a bachelor’s in physics and a bachelor’s in astronomy from the University of Texas at Austin. Raghu regularly writes and speaks about investment issues related to insurance. In June 2017, Raghu published an analysis of ETF usage by insurance companies which received a “Highly Commended” award for Best ETF Paper by Savvy Investor.

Richard Sylla

Professor Emeritus of Economics at the Stern School of Business

Richard Sylla is Professor Emeritus of Economics at the Stern School of Business, New York University, where from 1990 to 2015 he was Henry Kaufman Professor of the History of Financial Institutions and Markets. Sylla is also a Research Associate of the National Bureau of Economic Research, a Fellow of the Cliometric Society, and a Fellow of the American Academy of Arts & Sciences.

Professor Sylla received the B.A., the M.A., and the Ph.D. from Harvard University, where he was elected to Phi Beta Kappa. His research focus is on the financial history of the United States in comparative contexts. He is the author of Alexander Hamilton: The Illustrated Biography (2016) and The American Capital Market, 1846-1914 (1975); co-author of The Evolution of the American Economy (1993; 1st ed., 1980) and A History of Interest Rates, (4th ed., 2005; 3rd ed. Rev., 1996; 3rd ed., 1991); and co-editor of Patterns of European Industrialization—The Nineteenth Century (1991), The State, the Financial System, and Economic Modernization (1999); Founding Choices: American Economic Policy in the 1790s (2011); and Genealogy of American Finance (2015), as well as articles, essays, and reviews in business, economic, and financial history.

Sylla is a former editor of The Journal of Economic History. During 1998-2000, Sylla served as chairman of the board of trustees of the Cliometric Society, an association of quantitative economic historians. In 2000-2001, he was president of the Economic History Association, the professional organization of economic historians in the United States. In 2005-2006, he served as president of the Business History Conference (BHC), the leading professional association of business historians; BHC presented its Lifetime Achievement Award to him in 2011. Currently, Sylla serves as chairman of the board of trustees of the Museum of American Finance, a Smithsonian affiliate museum located at 48 Wall Street in New York.

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September 24th - 25th



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